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Release Notes 3/16/26 - 3/28/26

🚀 Enhancements

UX & Workflow

Work Instructions: Rule ID Toggle

  • Updated the Rule ID toggle to display the Rule ID for Work Instructions when enabled. Users can now see which rule triggered each Work Instruction, while existing behavior for Exceptions remains unchanged.

  • This improves visibility into rule-driven automation and makes it easier to trace and troubleshoot Work Instructions.

 

Variance Reasons: No Longer Required

  • Updated the Charge Grid so Variance Reasons are no longer required when reviewing charges. Users can still optionally select a Variance Reason when a variance exists on the charge line, but the field is no longer blocking.

  • This reduces friction during invoice processing and speeds up user workflows.

Ready to Approve Queue: Column Updates

  • Updated the Ready to Approve queue to better surface key financial signals for faster invoice approval. The grid now includes visibility into invoice cost, adjusted charges, and margin-related data, with less relevant columns removed or deprioritized.

  • Users can now quickly identify high-cost, high-risk, or low-margin invoices without opening individual records, supporting faster bulk approvals at scale.

Bulk Assign Ownership

Users can now take ownership of multiple invoices at once — or unassign themselves from multiple records at once — directly from the Invoice Audit Queue, replacing the previous one-at-a-time limitation.

How it works:

  • The Invoice Audit Queue now includes three tabs at the top: Audit, Ready to Approve, and My Invoices
    • The new My Invoices tab displays only invoices the current user owns
  • Select the desired invoice records manually
  • Click the Assign Owner button in the top right corner
  • Choose the user to assign the records to and click Assign

Rules & Configuration

Invoice Document Requirement Rule Change

  • Updated Invoice Document Requirement rules to support service type exclusions. Users can now exclude a specific service type when configuring these rules, and this capability is supported on both Invoice and Order rules.

Integrations

TAI Integration: Separate AP and AR Processing Paths

Updated the TAI Invoice Approved flow to separate AP (bill) and AR (invoice) processing, so a failure in one path no longer blocks the other.

  • Documents are always uploaded to TAI first
  • AP path: Updates AP rates → approves bill. If AP update fails, the bill is held and the user is alerted
  • AR path: Updates AR rates → creates invoice. If AR update fails, the invoice is held and the user is alerted

This prevents unnecessary delays in billing and revenue recognition and provides clearer visibility into AP vs. AR failures.

Turvo Integration: InvoiceApproved Processing Order Update

  • Updated the Turvo InvoiceApproved workflow to send charges before documents, ensuring downstream webhook consumers receive data in the correct sequence.

  • This allows Turvo's automated billing and document workflows to trigger correctly and improves consistency of downstream processing.

Turvo Integration: Carrier Invoice Document Status Sync

  • Updated Turvo document status key mappings to ensure Carrier Invoice document statuses sync correctly between Navix and Turvo, improving consistency and reliability of document lifecycle tracking.

Revenova: Surface Upload Errors to Salesforce and Allow Partial Delivery

  • Updated the Revenova InvoiceApproved Step 1 process to improve visibility into upload failures and prevent full-batch rollbacks. Failed upload batches now write errors to Salesforce Accounting Notes, successful uploads are preserved, and remaining batches continue processing even if earlier ones fail.

  • Billing approval is blocked if any batch fails. This improves resilience of integration processing and prevents loss of successfully uploaded data.

Document Processing

IDP: Delivery Receipts Now Textract-Only

  • Delivery Receipts are now classification-only and processed exclusively via Textract, removing them from field extraction workflows.

Email

Email Listener: Tenant-Owned Mailbox Support

  • Introduced support for connecting directly to tenant-owned mailboxes (initially Microsoft 365), in addition to existing Navix-owned mailbox forwarding. Multiple mailboxes and listeners per tenant are supported, and the existing Navix-owned mailbox approach remains available.

  • This reduces the risk of lost or quarantined emails, eliminates reliance on forwarding configurations, and improves reliability and scalability of email ingestion.

API

List Communications Endpoint: Attachment Filenames

  • Enhanced the List Communications endpoint in Edge to return attachment filenames (FileName) alongside attachment identifiers (Identifier). This makes attachment results easier to understand without needing to resolve UUIDs separately and improves usability for dispute communication workflows.

🐛 Optimizations

Document Management: Empty Source Field on Documents

  • Some documents were appearing with an empty source field due to duplicate entries originating from the Ingest Documents endpoint. The fix corrects document ingestion handling to ensure source is properly populated and prevents duplicate records from being created without a source value.

Flex Rules Versioning Mismatch

  • The rule engine and rule management app were running different versions, causing some rules to fail in Production. Versions have been aligned to ensure consistent rule behavior.

Disputes Dashboard API: Invalid StatusQueues Still Triggered

  • Invalid StatusQueues values (disputeList, ownedDisputeList) were still being sent in some code paths. Status mapping has been corrected across all paths.

Customer Billing: Approve Button Disabled

  • The Approve button was incorrectly disabled for some records. Approval state logic has been corrected.

MercuryGate Integration: Invoice Ingestion Validation Error

  • Some invoices failed due to data truncation validation errors. Validation handling has been corrected.

Charge Grid: Missing Accessorials When Adding Customer Charges

  • Adding one accessorial at times was causing others to disappear from the grid unexpectedly. All accessorials now remain visible and intact after adding new entries.

Charge Grid: Adjusted Rate Not Persisting

  • Adjusted Rate changes were reverting after saving. Persistence logic has been corrected.

Steam Logistics: Duplicate Dispute Communications

  • Duplicate communications were being created due to failed inbox acknowledgements. The fix prevents reprocessing and surfaces acknowledgement failures.

📊 Reports

No updates in this release.